Financial Trainee - Entry Level [PPS-001-05]

EQUE PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial advisory firm in Singapore is seeking candidates for a role that involves learning financial planning fundamentals and assisting in client reports. Ideal candidates will have a diploma and an interest in finance. The position offers mentorship opportunities and training in the field. Candidates should have good interpersonal and presentation skills.

Qualifications

• Must have an interest in finance, investments, and financial advisory.
• Driven, disciplined, and eager to learn from mentors.
• Good interpersonal and presentation skills required.

Responsibilities

• Learn financial planning and advisory fundamentals.
• Assist in preparing client reports and documentation.
• Conduct market research on financial products.
• Support in organizing client engagement activities.

Skills

Interest in finance

Interpersonal skills

Presentation skills

Education

Minimum Diploma

Job description

Working hours: 10am to 6pm (Monday to Friday)

Working location: Harbourfront Centre

Key Responsibilities:

• Learn financial planning and advisory fundamentals
• Assist in preparing client reports and documentation
• Join mentorship sessions with senior financial consultants
• Conduct market research on financial products
• Build foundational skills in insurance, investment, and wealth
• Attend training programs on compliance and regulatory topics
• Support in organizing client engagement activities
• Shadow experienced advisors on real client cases
• Explore tools used in portfolio analysis and financial planning
• Contribute to lead-generation efforts and follow-ups

Requirements:

• Minimum Diploma and above
• Interest in finance, investments, and financial advisory
• Driven, disciplined, and eager to learn from industry mentors
• Good interpersonal and presentation skills

EA License Number: 22C1278

Disclaimer:

By applying, you consent to being contacted for current or future job opportunities. All personal data will be managed in line with Singapore’s PDPA and used solely for recruitment purposes.